Embedded Files
Taxation and Medicare
Taxation and Medicare
Taxation and Medicare
Contains four sections - Taxation, Medicare, Payroll Tax and Beneficiary.
Taxation
Taxation
Tax Treatment is based on the Residency for Taxation Purposes and the Tax File Number.
Tax Treatment Code is disabled and automatically generates a unique Identifier based on the ATO's requirements, which determines the applicable ATO Taxation Schedule for the appropriate Pay Rates, Allowances and Deductions.
Income Stream defaults to Salary and Wages and allows you to select Closely Held Payee if required (an individual directly related to the entity from which they receive payment).
Add to Tax allows you to define the set dollar amount or the percentage of the Total Gross to be added to PAYGW in Compose (STEP 3 of Pay Day).
If $ is selected, the set amount is added to PAYGW in Compose (STEP 3 of Pay Day).
If % is selected, the calculated amount is added to PAYGW in Compose (STEP 3 of Pay Day). The calculation is based on the Total Gross multiplied by the percentage amount entered.
Employment Basis is based on the Payees' regularity of work and entitlement to Leave.
Tax Free Threshold assists in determining the applicable Tax Scale under Schedule.
Tax Free Threshold is disabled if;
Tax Treatment is Seniors and Pensioners, Foreign Resident, Working Holiday Maker, Horticulturists and Shearers or Seasonal Worker Programme.
Tax Free Threshold is hidden if;
Tax Treatment is set to No TFN.
Student and Training Support Loans (STSL) defines that the Payee has returned the relevant documentation to advise they are repaying a Student and Training Support Loan.
Student and Training Support Loans (STSL) is disabled if;
TFN Exemption Code 333-333-333 is entered, or
Tax Treatment is set to Working Holiday Maker, Horticulturists and Shearers or Seasonal Worker Programme.
Student and Training Support Loans (STSL) is hidden if;
Tax Treatment is set to No TFN.
Senior Australians and Pensioners Tax Offset (SAPTO) defines that the Payee has returned the relevant documentation to advise they are a Senior and Pensioner and the offset they need to claim,
Single.
Member of a Couple.
Member of an Illness-separated Couple.
Date Signed and Payee Signature Present? indicate the date the Payee signed and returned the physical Tax File Number Declaration to you.
Medicare
Medicare
🎯 Medicare is only available when Tax Treatment is Regular or Seniors and Pensioners.
Medicare Levy Surcharge (MLS) is applicable when the Payee, their spouse and dependent children do not have an appropriate level of private patient hospital cover and earn above a certain income.
🎯 Medicare Levy Exemption (MLE) and Medicare Levy Reduction (MLR) are disabled if Tax Free Threshold is not selected or Medicare Levy Surcharge (MLS) is selected.
Medicare Levy Exemption is applicable when the Payee is claiming an exemption from paying the Medicare Levy due to a Medical exemption, the number of Dependants they maintain, being a Foreign resident or not being entitled to Medicare benefits.
🎯 Medicare Levy Exemption (MLE) is disabled if Tax Free Threshold is not selected.
🎯 Medicare Levy Surcharge (MLS) is disabled if Medicare Levy Exemption (MLE) is selected.
🎯 Medicare Levy Reduction (MLR) is disabled if Medicare Levy Exemption (MLE) is set to Full.
Medicare Levy Reduction is applicable when the Payees' or families' taxable income is below a certain threshold.
🎯 Medicare Levy Reduction (MLR) is disabled if Tax Free Threshold is not selected.
🎯 Medicare Levy Surcharge (MLS) is disabled if Medicare Levy Reduction (MLR) is selected.
Payroll Tax
Payroll Tax
State/Territory (Payroll Tax): allows you to select the State or Territory the wages paid to this Payee must be reported to in the Payroll Tax (SRO) Report.
Apprentice / Trainee: enables you to select if this Payee is an Apprentice or Trainee for Payroll Tax Purposes.
Assign Prior Pay Runs: enables you to change the State/Territory assigned to the current Pay Runs to the option selected in State/Territory (Payroll Tax).
If no pay runs cannot be changed, the Cannot assign prior Pay Runs (Payroll Tax) Error Message is shown.
If pay runs can be changed, the Update Prior Pay Runs Payroll Tax Details Window is shown.
Beneficiary
Beneficiary
Type of Beneficiary: defines the person or entity your Payee has named in their will or insurance policy to receive the death benefit payment.
STP Payee Payroll ID: Unique Payee Identifier which may differ from the Payee Code. Typically alphanumeric (Aa - Zz, 0 - 9).
Beneficiary TFN: Unique Identifying Number assigned to the Beneficiary by tax authorities OR an Exemption Number (Trustee ONLY) if the Beneficiary has not provided their TFN.
Tax Treatment: Tax Treatment assigned within the Beneficiary.
Income Stream: assigned within the Beneficiary.
Tax Treatment Code: Tax Treatment Code assigned within the Beneficiary.
Employment Basis: Employment Basis within the Beneficiary.
Birthdate: Day, Month and Year the Beneficiary was born.
Commenced: is used to define the date the Payee/Payer relationship began.
First Name: Name provided to the Beneficiary at birth OR Part of the Legal Entity Name (Trustee).
Family Name: Name provided to the Beneficiary at birth OR Part of the Legal Entity Name (Trustee).
Address including Suburb/Town, State, Post Code and Country: The physical location of the Beneficiary.
Email: Electronic Mail Address for the Beneficiary.
Phone: Telephone Contact Number of the Beneficiary.
Error, Warning, Information and Success Messages
Error, Warning, Information and Success Messages
The messages below are displayed when specific actions are performed within e-PayDay Go®.
Change Tax Treatment Warning Message
Change Tax Treatment Warning Message
The Change Tax Treatment Warning Message is displayed when the Tax Treatment is changed.
Registered Employer Information Message
Registered Employer Information Message
The Registered Employer Information Message is displayed when Actions > Edit is selected for a Payee whose Tax Treatment Code is HUXXXX if Employer of Working Holiday Makers has been selected since the Payee was added.
To resolve this alert, select Acknowledge to automatically update the Payees Tax Treatment Code to HRXXXX.
Deregistered Employer Information Message
Deregistered Employer Information Message
The Deregistered Employer Information Message is displayed when Actions > Edit is selected for a Payee whose Tax Treatment Code is HRXXXX if Employer of Working Holiday Makers has been deselected since the Payee was added.
To resolve this alert, select Acknowledge to automatically update the Payees Tax Treatment Code to HUXXXX.
Employment Basis Updated Information Message
Employment Basis Updated Information Message
The Employment Basis Updated Information Message is displayed when editing an existing Payee and changing the Employment Basis from Casual to Full Time or Part Time.
Select Acknowledge to continue. Otherwise, select Cancel, and the Payee's Employment Basis will not be updated.
Employment Basis Changed Information Message
Employment Basis Changed Information Message
The Employment Basis Changed Information Message is displayed when editing an existing Payee and changing the Employment Basis from Full-time or Part-Time to Casual.
Select which accrual rules you need to remove, and then select Acknowledge. Otherwise, select Cancel, and the Payee's Employment Basis will not be updated.
Cannot assign prior Pay Runs (Payroll Tax) Error Message
Cannot assign prior Pay Runs (Payroll Tax) Error Message
The Cannot Assign Prior Pay Runs (Payroll Tax) Error Message is displayed when Assign Prior Pay Runs is selected, and all prior pay runs are already assigned to the State/Territory (Payroll Tax) as either Other or Apprentice/Trainee Wages.
Update Prior Pay Runs Payroll Tax Details Window
Update Prior Pay Runs Payroll Tax Details Window
The Update Prior Pay Runs Payroll Tax Details Window is displayed when Assign Prior Pay Runs is selected, and there are prior pay runs that can be re-assigned to the State/Territory (Payroll Tax) as Other or Apprentice/Trainee Wages. Please refer to Change the Payroll Tax Details for a specific Payee.
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